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Insurance Copilot: Empowering Agents and Customers

Insurance AMS Uses Copilot to Increase Customer Engagement

Industries

Insurance, InsurTech

Technologies

Copilot, Retrieval Augmented Generation (RAG), LangChain, Microsoft SQL Server, .NET Semantic Kernel, FastAPI Python, Azure Blob Storage, Azure Search Service

Insurance Copilot: Empowering Agents and Customers

Insurance Copilot Transforms Customer and Agent Experience

Generative AI-powered Copilot solutions are revolutionizing the insurance industry. They aren’t just trends—they fulfill critical business needs by maximizing convenience for customers and reducing repetitive manual tasks for employees. The result? Enhanced efficiency across the board.

 

arieotech recently demonstrated this transformative potential by designing and implementing a sophisticated Copilot for a leading Insurance Agent Management System (AMS).

Challenge

The AMS provider aimed to elevate its customer experience by ensuring prompt and accurate resolution of queries. However, addressing customer needs required sifting through over 1,400 documents—a time-consuming and labor-intensive process. This inefficiency risked leaving customers dissatisfied. The challenge was clear: how could they deliver fast, precise responses without sacrificing quality?

Solution

arieotech created an advanced Copilot powered by generative AI and backed by an intelligent Retrieval Augmented Generation (RAG) pipeline. This solution streamlined access to 1,400 company-specific documents, enabling instant, structured responses to customer queries.

Key Features:

  • Azure OpenAI Integration: Leveraging LangChain and Azure Blob Storage to support intelligent document retrieval.
  • Real-Time Streaming Responses: Delivering information as it’s processed, minimizing wait times.
  • Personalized Support: Generative AI-based agents tailored assistance to individual customer profiles, policies, and needs.
Impact

Hundreds of Hours Saved

Four AI Agents Operationalized

Seamless Access to 1,400 Documents

AI has reshaped the insurance landscape, streamlining data-driven tasks such as claims handling and forecasting. For this AMS provider, arieotech’s Copilot brought transformative value by:

  • Improving customer engagement with instant, accurate query resolution.
  • Freeing employees to focus on strategic, high-impact tasks.
  • Offering an intuitive, secure, and tailored experience for end-users.
Empowering Business and People

Using Python, Azure Search Service, and other cutting-edge technologies, arieotech engineered a system that balances efficiency with precision. The Copilot’s intuitive design and robust backend enable it to:

  • Process vast volumes of data quickly.
  • Address customer needs dynamically and contextually.
  • Maintain security through invitation-only access and encrypted API keys.

This Copilot didn’t just streamline workflows; it elevated the company’s market positioning by delivering an exceptional AMS experience. Employees were empowered with tools that enhanced their productivity, while customers received the personalized support they expected.

Partner with arieotech

arieotech combines the power of AI with a human-centric approach to create solutions that drive business success. Empower your organization with our expertise today.

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